Outsourced Services

    Finance and Accounting

    Accurate books, clean close, and full financial visibility — with dedicated finance specialists working in your accounting stack at 60% of domestic cost.

    ✓ Guaranteed service · Starts at $2,000/mo

    Finance specialist

    Trusted by startups like yours
    to fuel growth

    Unbound Academy
    Prequel
    Novatio
    Italist
    Bonsai
    DOZR
    Stylight
    MyBestBrands
    Verishop
    EGO
    Hewi
    RaiseRight
    FlipGive
    Triangle
    Bright+Early
    Venn
    Boys Get Sad Too
    Favored Live
    BlueJ
    True Beauty
    Unbound Academy
    Prequel
    Novatio
    Italist
    Bonsai
    DOZR
    Stylight
    MyBestBrands
    Verishop
    EGO
    Hewi
    RaiseRight
    FlipGive
    Triangle
    Bright+Early
    Venn
    Boys Get Sad Too
    Favored Live
    BlueJ
    True Beauty

    Why clean financials are a growth-stage advantage

    Investors, acquirers, and lenders make decisions based on your financials. Founders make decisions based on them too — but most growth-stage companies are running on books that are weeks behind, reconciled once a quarter, or full of miscategorized transactions. That's a risk, not a convenience.

    NorthOak embeds dedicated finance specialists who own the bookkeeping, AP/AR, payroll, and monthly close cycle — so your CPA gets clean books, your leadership gets accurate reporting, and your finance function scales without adding costly domestic headcount.

    What NorthOak handles in your finance org

    Every task on this list can be delegated to a vetted specialist working inside your accounting software.

    Daily transaction categorization and bank reconciliation
    Accounts payable — invoice processing, vendor payments, and AP aging
    Accounts receivable — invoicing, collections follow-up, and cash application
    Payroll processing and multi-state tax compliance
    Month-end close and financial statement preparation
    Expense management and management reporting

    Why growing companies choose NorthOak

    Books that are always current

    No more catching up on 3 months of unreconciled transactions before your CPA calls. NorthOak specialists keep your books current on a daily or weekly cadence.

    60%+ cost savings

    A domestic bookkeeper or AP specialist costs $60,000–$100,000 fully loaded. NorthOak starts at $2,000/mo, all-inclusive.

    Accounting platform experts

    Our specialists are proficient in QuickBooks Online, Xero, NetSuite, and Bill.com — and are trained in your chart of accounts before day one.

    Guaranteed service

    If the match isn't right, we rematch within 5 business days at no cost. No penalties, no lock-in.

    Trusted by growing teams like yours

    Don't take our word for it. Here's what our clients have to say.

    • Results Are Real and Showing Clearly

      Really appreciate all of NorthOak's hard work. Results are real and showing clearly in the way customers communicate with us. We've gone from unmanaged negative feedback to not receiving any negative support feedback in recent weeks.

      Company Size: 1–10

      Industry: AI SaaS

      Service: Support


      Neil C.

      Neil C.

      Founder, Superwhisper

    • Thoughtful, Practical, and Clear

      Everything NorthOak has put together for us is thoughtful, practical, and clear — it really comes through in all the high quality touch points I've had with the team, and many others have expressed the same.

      Company Size: 11–50

      Industry: EdTech

      Service: Revenue


      Donnie Y.

      Donnie Y.

      Head of Operations, Prequel

    • Never Looked So Good

      As we grow our sales, we're definitely going to continue scaling up with NorthOak. As previously mentioned, your support is always greatly appreciated and CS at Everpress has never looked so good!

      Company Size: 11–50

      Industry: Ecommerce

      Service: Support


      David B.

      David B.

      General Manager, Everpress

    • Our Go-To for Immediate Business Needs

      NorthOak has been instrumental in how we deliver two key products. Both areas have seen tremendous growth and in scaling up our success, NorthOak has been our go-to for addressing immediate business needs that require human intervention.

      Company Size: 11–50

      Industry: Fintech

      Service: Back Office


      Alphaeus T.

      Alphaeus T.

      Strategy & Ops Manager, Venn

    • Results Are Real and Showing Clearly

      Really appreciate all of NorthOak's hard work. Results are real and showing clearly in the way customers communicate with us. We've gone from unmanaged negative feedback to not receiving any negative support feedback in recent weeks.

      Company Size: 1–10

      Industry: AI SaaS

      Service: Support


      Neil C.

      Neil C.

      Founder, Superwhisper

    • Thoughtful, Practical, and Clear

      Everything NorthOak has put together for us is thoughtful, practical, and clear — it really comes through in all the high quality touch points I've had with the team, and many others have expressed the same.

      Company Size: 11–50

      Industry: EdTech

      Service: Revenue


      Donnie Y.

      Donnie Y.

      Head of Operations, Prequel

    • Never Looked So Good

      As we grow our sales, we're definitely going to continue scaling up with NorthOak. As previously mentioned, your support is always greatly appreciated and CS at Everpress has never looked so good!

      Company Size: 11–50

      Industry: Ecommerce

      Service: Support


      David B.

      David B.

      General Manager, Everpress

    • Our Go-To for Immediate Business Needs

      NorthOak has been instrumental in how we deliver two key products. Both areas have seen tremendous growth and in scaling up our success, NorthOak has been our go-to for addressing immediate business needs that require human intervention.

      Company Size: 11–50

      Industry: Fintech

      Service: Back Office


      Alphaeus T.

      Alphaeus T.

      Strategy & Ops Manager, Venn